Wealth Management Support Officer - Desk Italy Vie H/F Indosuez Wealth Management

Your role will involve supporting Wealth Managers and Wealth Management Assistants in various operational tasks and ensuring compliance with regulatory obligations :

- Establishing and updating KYC (Know Your Client), KYT (Know Your Transaction), and MIFID profiling (risk tolerance and investment objectives) in compliance with our regulatory obligations.
- Managing daily transactions for our clients (transfers, stock orders, bank statements, etc.) in accordance with our internal procedures.
- Presenting and following up on credit applications.